See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,081 | $22,587-95.2% | $65,255-98.3% | $75,163-98.6% |
| Participation rate | 73.3% | 63.1%+10.2pp | 65.0%+8.4pp | 67.2%+6.1pp |
| Annual return | 33.35% | 71.03%-37.7pp | 47.35%-14.0pp | 160.62%-127.3pp |
| Employer contribution / active EE | $659 | $941-29.9% | $1,691-61.0% | $2,670-75.3% |
| Participant deferral / active EE | $1,028 | $1,695-39.4% | $2,831-63.7% | $4,125-75.1% |
| Admin fee / account holder | $256 | $1,876-86.3% | $4,112-93.8% | $5,651-95.5% |